{"id":10303172,"date":"2026-06-22T18:48:11","date_gmt":"2026-06-22T10:48:11","guid":{"rendered":"https:\/\/twkeypoint.com\/?p=10303172"},"modified":"2026-06-22T18:48:11","modified_gmt":"2026-06-22T10:48:11","slug":"%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e9%80%a33%e6%a0%b9%e6%bc%b2%e5%81%9c%ef%bc%81%e7%99%bd%e6%af%9b%e8%82%a1%e7%a5%9e%e5%98%86%ef%bc%9a%e5%8f%af%e6%83%9c%e6%9c%aa-2","status":"publish","type":"post","link":"https:\/\/twkeypoint.com\/index.php\/2026\/06\/22\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e9%80%a33%e6%a0%b9%e6%bc%b2%e5%81%9c%ef%bc%81%e7%99%bd%e6%af%9b%e8%82%a1%e7%a5%9e%e5%98%86%ef%bc%9a%e5%8f%af%e6%83%9c%e6%9c%aa-2\/","title":{"rendered":"\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u90233\u6839\u6f32\u505c\uff01\u767d\u6bdb\u80a1\u795e\u5606\uff1a\u53ef\u60dc\u672a\u52a0\u5927\u300c\u9019\u6a94\u300d\u5009\u4f4d"},"content":{"rendered":"\n
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\n<\/p>\n\n\n

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\n\n\n<\/a>\n<\/p>\n\n\n

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\n<\/p>\n\n\n

\n\u53f0\u80a1\u4eca\uff0822\uff09\u65e5\u5927\u5674\u767c\uff0c\u52a0\u6b0a\u6307\u6578\u7d42\u5834\u72c2\u885d1276.31\u9ede\uff0c\u6f32\u5e45\u9054\u52302.75%\uff0c\u6536\u76e4\u5beb\u4e0b47741.51\u9ede\u7684\u6b77\u53f2\u65b0\u9ad8\u7d00\u9304\u3002\u7576\u4e2dPCB\u5927\u5ee0\u6960\u6893\u96fb\u5b50\uff082316\uff09\u9023\u62d4\u4e09\u6839\u6f32\u505c\uff0c\u5176\u5147\u731b\u6f32\u52e2\u9023\u300c\u767d\u6bdb\u80a1\u795e\u300dSerenity\u90fd\u76f4\u547c\u300c\u53ef\u60dc\u6c92\u52a0\u5009\u300d\u3002<\/p>\n\n\n

\nSerenity\u4eca\u65e5\u4e0a\u5348\u5728X\u5e73\u53f0\u66ec\u51fa\u6960\u6893\u96fb\u958b\u76e4\u6f32\u505c\u9396\u6b7b\uff0c\u4e26\u611f\u5606\uff1a\u300c\u5929\u554a\uff0c\u9023\u4e09\u65e5\u6f32\u505c\u3002\u771f\u53ef\u60dc\u6211\u6c92\u52a0\u5927\u5009\u4f4d\u3002\u300d\u6839\u64da\u300aYahoo \u80a1\u5e02\u300b\u7684\u8cc7\u6599\uff0c\u6960\u6893\u96fb\u81ea17\u65e5\u4ee5\u4f86\uff0c\u7d2f\u8a08\u6f32\u5e45\u9ad8\u905432.94%\uff0c\u80a1\u50f9\u6700\u65b0\u6f32\u505c\u5831226\u5143\u3002<\/p>\n\n\n

\nSerenity\u8868\u793a\uff0c\u6960\u6893\u96fb\u662f\u4ed6\u7684\u7b2c\u4e00\u5927\u6301\u5009\uff0c\u5305\u542b\u4e86\u5169\u5927\u6838\u5fc3\u6295\u8cc7\u7b56\u7565\uff1a\u8cc7\u7522\u6de8\u503c\u5957\u5229\uff08NAV arbitrage\uff09\u8207\u7368\u7acb\u6210\u9577\u4ea4\u6613\u3002\u6587\u4e2d\u63ed\u9732\u4e86\u6960\u6893\u96fb\u7684\u80cc\u666f\u8cc7\u8a0a\uff0c\u6307\u51fa\u8a72\u516c\u53f8\u70ba\u5e02\u503c11.2\u5104\u7f8e\u5143\u7684PCB\uff08\u5370\u5237\u96fb\u8def\u677f\uff09\u696d\u8005\uff0c\u53c8\u5177\u5099AI\u8cc7\u6599\u4e2d\u5fc3\u7684\u6210\u9577\u52d5\u80fd\u3002\u4f46\u6700\u95dc\u9375\u662f\u5176\u64c1\u6709\u6eec\u58eb\u96fb\u5b50\uff08WUS Kunshan \uff0911.4%\u7684\u80a1\u6b0a\uff0c\u50f9\u503c47.9\u5104\u7f8e\u5143\u3002\u56e0\u6b64\u6960\u6893\u96fb\u53ef\u88ab\u8996\u70ba\u8eab\u50f911\u5104\u7f8e\u5143\u3001\u4f9d\u9760\u81ea\u8eab\u696d\u52d9\u7368\u7acb\u6210\u9577\u7684PCB\u73a9\u5bb6\uff0c\u540c\u6642\u624b\u4e2d\u9084\u63e1\u4e00\u5bb6\u516c\u53f8\u768447.9\u5104\u7f8e\u5143\u80a1\u6b0a\uff0c\u800c\u9019\u5bb6\u516c\u53f8\u9084\u5373\u5c07\u5728\u9999\u6e2f\u639b\u724c\u4e0a\u5e02\u3002\u52a0\u4ee5\u6fc0\u9032\u6295\u8cc7\u6a5f\u69cbPalliser\u6b63\u5728\u65bd\u58d3\u6960\u6893\u96fb\u8b8a\u73fe\u90e8\u5206\u6301\u80a1\uff0cSerenity\u5f62\u5bb9\u9019\u662f\u300c\u76f8\u7576\u8a87\u5f35\u7684\u50f9\u683c\u812b\u7bc0\u300d\uff0c\u6f5b\u85cf\u8457\u5de8\u5927\u6f5b\u529b\u3002<\/p>\n\n\n

\nWow, 3 limit ups in a row with WUS TW. Pretty sad I didn’t take larger positions.WUS TW is 1 my 2 NAV arbitrage + independent growth trades.If you want context: WUS TW is a ~$1.12B PCB player with AI DC growth.Their stake in WUS Kunshan is $4.79B (11.4% of 42.04 billion)\u2026 https:\/\/t.co\/HyNUJKTiOs pic.twitter.com\/s6og4pdoQi\u2014 Serenity (@aleabitoreddit) June 22, 2026<\/p>\n\n\n

\n\u4e09\u7acb\u65b0\u805e\u7db2\u63d0\u9192\u60a8\uff1a<\/p>\n\n\n

\n\u5167\u5bb9\u50c5\u4f9b\u53c3\u8003\uff0c\u6295\u8cc7\u4eba\u65bc\u6c7a\u7b56\u6642\u61c9\u5be9\u614e\u8a55\u4f30\u98a8\u96aa\uff0c\u4e26\u5c31\u6295\u8cc7\u7d50\u679c\u81ea\u884c\u8ca0\u8cac\u3002\u6295\u8cc7\u4e00\u5b9a\u6709\u98a8\u96aa\uff0c\u57fa\u91d1\u6295\u8cc7\u6709\u8cfa\u6709\u8ce0\uff0c\u7533\u8cfc\u524d\u61c9\u8a73\u95b1\u516c\u958b\u8aaa\u660e\u66f8\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/06\/22 18:48<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e09\u7acb\u65b0\u805e\u7db2: https:\/\/www.setn.com\/\/News.aspx?NewsID=1860512&utm_campaign=viewallnews<\/p>\n\n<\/div>\n\n\n

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\u6700\u65b0\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div>

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\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u57c3\u53ca\u65c5\u904a\u906d\u8aa4\u8a3a\uff0129\u6b72\u5973\u95cc\u5c3e\u88ab\u5272\u3000\u8fd4\u570b\u6cbb\u7642\u300c\u91ab\u4e00\u53e5\u8a71\u300d\u5979\u5927\u5d29\u6f70<\/a><\/h3><\/div><\/div><\/div>

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